S.E.E.D. Planning Group

S.E.E.D. Planning Group as of March 31, 2025

Portfolio Holdings for S.E.E.D. Planning Group

S.E.E.D. Planning Group holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.8 $14M 64k 222.13
Amazon (AMZN) 4.7 $14M 74k 190.26
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.4 $13M 147k 88.00
Nextera Energy (NEE) 4.0 $12M 168k 70.89
Meta Platforms Cl A (META) 3.8 $11M 20k 576.37
Alphabet Cap Stk Cl A (GOOGL) 3.7 $11M 71k 154.64
Enbridge (ENB) 3.7 $11M 247k 44.31
Microsoft Corporation (MSFT) 3.6 $11M 29k 375.39
Agilent Technologies Inc C ommon (A) 3.6 $11M 92k 116.98
Cbre Group Cl A (CBRE) 3.2 $9.4M 72k 130.78
United Parcel Service CL B (UPS) 3.0 $8.9M 81k 109.99
Lockheed Martin Corporation (LMT) 2.9 $8.6M 19k 446.71
Us Bancorp Del Com New (USB) 2.9 $8.5M 200k 42.22
Lauder Estee Cos Cl A (EL) 2.8 $8.4M 128k 66.00
Costco Wholesale Corporation (COST) 2.6 $7.8M 8.2k 945.82
Exxon Mobil Corporation (XOM) 2.6 $7.6M 64k 118.93
Linde SHS (LIN) 2.3 $6.7M 15k 465.64
Mastercard Incorporated Cl A (MA) 2.2 $6.5M 12k 548.13
Corteva (CTVA) 2.0 $6.1M 97k 62.93
American Tower Reit (AMT) 2.0 $6.1M 28k 217.60
UnitedHealth (UNH) 2.0 $6.0M 11k 523.76
Home Depot (HD) 1.9 $5.7M 16k 366.49
Lowe's Companies (LOW) 1.9 $5.5M 24k 233.23
International Flavors & Fragrances (IFF) 1.9 $5.5M 71k 77.61
Thermo Fisher Scientific (TMO) 1.8 $5.5M 11k 497.62
Visa Com Cl A (V) 1.7 $5.1M 15k 350.46
Valero Energy Corporation (VLO) 1.5 $4.4M 34k 132.07
CoStar (CSGP) 1.3 $3.8M 48k 79.23
Ecolab (ECL) 1.2 $3.6M 14k 253.51
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.2 $3.5M 181k 19.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.2 $3.5M 177k 19.59
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.1 $3.3M 177k 18.53
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.1 $3.3M 162k 20.35
Colgate-Palmolive Company (CL) 1.0 $3.0M 32k 93.70
JPMorgan Chase & Co. (JPM) 1.0 $2.8M 12k 245.30
Equinix (EQIX) 0.8 $2.3M 2.8k 815.38
Raytheon Technologies Corp (RTX) 0.8 $2.3M 17k 132.46
Southern Company (SO) 0.7 $2.2M 24k 91.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.1M 7.8k 274.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.1M 95k 22.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.1M 3.9k 532.59
Air Products & Chemicals (APD) 0.7 $2.0M 6.8k 294.93
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.6 $1.7M 75k 22.40
International Business Machines (IBM) 0.6 $1.7M 6.7k 248.66
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.5 $1.6M 70k 23.05
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.5 $1.6M 70k 23.19
Pepsi (PEP) 0.5 $1.6M 11k 149.94
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.5 $1.6M 72k 21.64
Applied Materials (AMAT) 0.5 $1.5M 11k 145.12
Accenture Plc Ireland Shs Class A (ACN) 0.4 $1.3M 4.2k 312.02
S&p Global (SPGI) 0.4 $1.1M 2.1k 508.18
Automatic Data Processing (ADP) 0.3 $936k 3.1k 305.51
Wal-Mart Stores (WMT) 0.3 $894k 10k 87.79
Willis Towers Watson SHS (WTW) 0.3 $811k 2.4k 337.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $788k 14k 58.35
Northrop Grumman Corporation (NOC) 0.2 $738k 1.4k 511.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $658k 1.8k 361.09
Honeywell International (HON) 0.2 $644k 3.0k 211.77
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $585k 5.6k 104.56
Starbucks Corporation (SBUX) 0.2 $546k 5.6k 98.08
Walt Disney Company (DIS) 0.2 $538k 5.4k 98.71
Xylem (XYL) 0.2 $497k 4.2k 119.46
Rockwell Automation (ROK) 0.2 $491k 1.9k 258.31
Cadence Design Systems (CDNS) 0.2 $451k 1.8k 254.33
Procter & Gamble Company (PG) 0.1 $369k 2.2k 170.39
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $365k 2.7k 135.68
NVIDIA Corporation (NVDA) 0.1 $323k 3.0k 108.40
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $310k 1.6k 188.16
General Dynamics Corporation (GD) 0.1 $243k 891.00 272.52
Oracle Corporation (ORCL) 0.1 $239k 1.7k 139.81
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $222k 3.6k 61.56
McDonald's Corporation (MCD) 0.1 $205k 655.00 312.22
American Water Works (AWK) 0.1 $202k 1.4k 147.54